Create personalized proposal PDF and add lead contact

Proposal requests arrive without a formatted offer or contact, causing manual assembly and delayed follow-up. Create the PDF and capture the lead so reps can follow up same day.

Overview

When inbound proposal requests come in unformatted, reps waste time assembling offers instead of selling. This flow produces a ready, branded proposal PDF and captures the contact record so reps get a usable offer and lead profile for same-day outreach.